Integrated Wealth Concepts’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
96,996
+23,173
| +31% | +$538K | 0.02% | 584 |
|
|
2025
Q1 | $1.71M | Buy |
73,823
+12,147
| +20% | +$282K | 0.02% | 617 |
|
|
2024
Q4 | $1.44M | Buy |
61,676
+25,823
| +72% | +$602K | 0.02% | 671 |
|
|
2024
Q3 | $845K | Buy |
35,853
+3,489
| +11% | +$82.3K | 0.01% | 872 |
|
|
2024
Q2 | $752K | Sell |
32,364
-7,366
| -19% | -$171K | 0.01% | 880 |
|
|
2024
Q1 | $933K | Sell |
39,730
-110
| -0.3% | -$2.58K | 0.01% | 781 |
|
|
2023
Q4 | $946K | Buy |
39,840
+5,793
| +17% | +$138K | 0.02% | 747 |
|
|
2023
Q3 | $767K | Sell |
34,047
-3,790
| -10% | -$85.4K | 0.01% | 805 |
|
|
2023
Q2 | $884K | Buy |
+37,837
| New | +$884K | 0.02% | 730 |
|